Simplesoft Solutions Blog

SalesLogix LAN Quick Lookups Tips

December 23rd, 2010 by Janetta

There are so many ways to lookup information in Sage SalesLogix and I just want to point out a few of my favorite quick ways to find things while I am working.

1.  I use the % wildcard to look things up quite often.  This is very helpful when you don’t remember the exact spelling or you don’t remember the complete name of the company but you know one word.  For example, if I lookup under Account using %green, I am going to get:

SLX Wildcard Lookup

2.  Another lookup that I use frequently is looking some one (Contact) up by first name.  I use the Lookup>Contacts>First.

SLX First Name Lookup

3.  On any of the main screens, if the field caption raises up when you put your cursor on it, it is a lookup.  For example, the Main (phone) caption will allow you to look up someone by phone number.

Phone number lookup

These are examples of one value simple Lookups. SalesLogix also has advanced Lookups (multiple value lookups) and a full query builder for creating more complex queries.  I hope you learned at least one new quick tip to find Accounts and Contacts in SalesLogix.

If you would like to learn more tips or have a CRM topic you would like us to write about please contact Simplesoft Solutions, Inc. in one of our Cincinnati/Dayton (OH), Charleston (WV), or Charlotte (NC) surrounding area office locations:

Dayton, Ohio Office:
Simplesoft Solutions, Inc.
550 N. Main St. Suite A
Springboro, OH 45066
Phone: (937) 885-1204 x 3204
Fax: (937) 885-3580
sales@simplesoft.net

Ripley, WV Office:
Simplesoft Solutions, Inc.
710 Random Rd.
Ripley, WV 25271
Phone: (304) 521-2387
Fax: (937) 885-3580
sales@simplesoft.net

Charlotte, NC Office:
Simplesoft Solutions, Inc.
3635 Eastover Ridge Drive
Charlotte, NC 28211
Phone: (704) 910-3872
Fax: (937) 885-3580
sales@simplesoft.net

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